Investment Management Services locations near Belmont, CA

Foothill Securities

📍 540 Ralston Ave, Belmont, CA, 94002

📞 650-637-8681

🌐 foothillsecurities.com

Evart Young & Hobbs Investment Management

📍 3 Lagoon Dr Ste 155, Redwood City, CA, 94065

📞 650-802-0342

🌐 eyhadvisors.com

Twin Lakes Capital Management LLC

📍 3 Lagoon Dr Ste 150, Redwood City, CA, 94065

📞 650-610-9363

Balopole Investment Management Corp

📍 1650 Borel Pl, San Mateo, CA, 94402

📞 650-574-1307

🌐 balopole.com

Balopole Investment Management Corp is an investment management firm located in San Mateo, California. The company offers services including charitable giving, estate planning, research, and tax planning. They also provide government securities as part of their product offerings. While their online presence dates back to 2016, it suggests they are still operational in the San Mateo area.

Kestrel Investment Management Corp.

📍 411 Borel Ave Ste 403, San Mateo, CA, 94402

📞 650-572-9450

🌐 kestrelinvestment.com

BFF Capital Management LLC

📍 411 Borel Ave Ste 502, San Mateo, CA, 94402

📞 650-572-2600

Mccarthy Asset Management Inc.

📍 3 Lagoon Dr Ste 155, Redwood City, CA, 94065

📞 650-610-9540

Franklin Asset Management Systems

📍 960 Park Pl, San Mateo, CA, 94403

📞 650-312-4920

Saybrook Capital LLC

📍 303 Twin Dolphin Dr, Redwood City, CA, 94065

📞 650-632-4522

🌐 saybrookcapital.com

Saybrook Capital LLC is an investment management firm located in Redwood City, California. The company offers cash management and wealth management services, focusing on bonds and stocks for its clients. With a recent online presence noted in 2026, it appears to be an active player in the investment sector.

Meridian Investments Management

📍 702 Marshall St Ste 322, Redwood City, CA, 94063

📞 650-556-8890